Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Consumer Discretionary Idx Adm in their Schedule of Assets, totaling $445K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EXODUSPOINT CAPITAL MANAGEMENT LP EXODUSPOINT CAPITAL MANAGEMENT LP 401(K) PLAN | NEW YORK NY | 324 | $60.9M | $290K |
| 2 | HMH ENGINEERS HMH 401(K) PLAN | SAN JOSE CA | 88 | $28.0M | $108K |
| 3 | THE AUTOMOTIVE GROUP, INC. THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST |
ESCONDIDO CA |
| 257 |
| $10.2M |
| $35K |
| 4 | ROTH & COMPANY LLP ROTH & COMPANY, LLP 401(K) PLAN | BROOKLYN NY | 157 | $12.4M | $12K |
